Institutional Ownership Upland Software, Inc. (UPLD)
This table provides information about the institutional ownership of Upland Software, Inc. (UPLD). We have compiled data on the 82 institutions that hold shares in the stock, with a total of 15.1 Million shares, which have been reported (via 13F filing form) to have a value of $29 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heron Bay Capital Management
|
May 13, 2025 Q1 2025 |
95,183
shares
|
$182,751
0.06% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
90,681
shares
|
$174,107
0.0% of portfolio
|
Q1 2025
Reduced 21.03%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
76,309
shares
|
$146,513
0.0% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
75,366
shares
|
$144,702
0.0% of portfolio
|
Q1 2025
Reduced 23.92%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
71,523
shares
|
$137,324
0.0% of portfolio
|
Q1 2025
Added 18.51%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
55,141
shares
|
$105,870
0.0% of portfolio
|
Q1 2025
Reduced 48.16%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
52,716
shares
|
$101,214
0.0% of portfolio
|
Q4 2024
Reduced 6.7%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
48,397
shares
|
$92,922
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 14, 2025 Q1 2025 |
44,000
shares
|
$84,480
0.0% of portfolio
|
Q1 2024
Reduced 8.05%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
43,255
shares
|
$83,049
0.0% of portfolio
|
Q1 2025
Reduced 41.03%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
41,932
shares
|
$80,509
0.0% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
39,279
shares
|
$75,415
0.02% of portfolio
|
Q4 2022
Reduced 0.81%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
39,160
shares
|
$75,187
0.0% of portfolio
|
Q1 2025
Reduced 65.25%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
38,874
shares
|
$74,638
0.0% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
32,858
shares
|
$63,087
0.0% of portfolio
|
Q2 2024
Reduced 2.75%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
30,349
shares
|
$58,270
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
24,215
shares
|
$46,492
0.0% of portfolio
|
Q1 2025
Added 315.64%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
23,378
shares
|
$44,885
0.0% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
23,378
shares
|
$44,885
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
23,378
shares
|
$44,885
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Algert Global LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
22,860
shares
|
$43,891
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
22,775
shares
|
$43,728
0.0% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
19,266
shares
|
$36,990
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
17,610
shares
|
$33,811
0.0% of portfolio
|
Q1 2025
Added 29.17%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
16,230
shares
|
$31,161
0.0% of portfolio
|
Q1 2025
Reduced 87.65%
|